Tracxn Technologies Limited

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91 90360 90116 Website: www.tracxn.com March 18, 2025 To, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400001 Company Code: 543638 To, National Stock Exchange of India Ltd. Ex

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khs into ₹ Crores for this Presentation hence, there could be some totalling anomalies in the numbers. 3 Our speakers today Neha Singh Abhishek Goyal Prashant Chandra Chairperson and Managing Director

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Accel Partners and Tiger Global - Has been with Tracxn since the beginning, for the last 10 years 4 Tracxn – Leading global Private Market Intelligence SaaS Platform# KEY HIGHLIGHTS INVESTORS Pla

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Dec, 2024) Customer scale (31th Dec, 2024) Key financials (FY24) VC Investors Angel Investors 4.0 million+ Entities profiled 72,900+ Investor profiles 7,86,000+ Transactions covered^ 50+ 1,699 C

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Transactions covered^ 50+ 1,699 Countries of presence # of customer accounts 4,626 # of users 82.8 Cr. Revenue from operations 86.6 Cr. Contract Price 23.7% Operating Revenue CAGR v/s 8.7% Tota

23.7%

customer accounts 4,626 # of users 82.8 Cr. Revenue from operations 86.6 Cr. Contract Price 23.7% Operating Revenue CAGR v/s 8.7% Total cost CAGR (FY21-24) Ratan Tata Amit Ranjan NRJN Family

8.7%

rs 82.8 Cr. Revenue from operations 86.6 Cr. Contract Price 23.7% Operating Revenue CAGR v/s 8.7% Total cost CAGR (FY21-24) Ratan Tata Amit Ranjan NRJN Family Trust Girish Mathrubootham Nee

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ng to “Global Information Services Market” report by Frost & Sullivan Timeline is basis calendar years 6 Our Platform (1/2) Amongst Top 5 globally in terms of number of companies profiled^ One of the

15%

ket Private Market AUM Growth1 (in USD trillion) Public Market Capitalization2 (in USD trillion) 15% CAGR ~6% CAGR Private market AUM expected to cross $15T by 2028 Cumulative market capitalization

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e Market AUM Growth1 (in USD trillion) Public Market Capitalization2 (in USD trillion) 15% CAGR ~6% CAGR Private market AUM expected to cross $15T by 2028 Cumulative market capitalization of listed

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segments - Large & Growing ~100,000 addressable organizations* Investment Industry Corporate Others 35,528 26,628 Venture Capital Funds Private Equity Firms 52,803 Listed Entities 31,097 2,710 Educat

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vate Equity Firms 52,803 Listed Entities 31,097 2,710 Educational Institutions Limited Partners 14,305 9,953 28,148 Investment Banks Accelerators & Incubators Large Corporate 1,873 Debt Funds 250

“benefit expenses ● No large digital marketing spend for customer acquisition (since we are a data company, we are able to use in-house content to generate organic traffic) 29 9M FY25: Accelerated Volume Growth Customer Accounts (#) Historical Annual 39% 15% CAGR Users (#) Historical Annual 15% CAGR 31% Q3 FY25 was the highest net account additions, due to various growth initiatives Q3 FY25 was the highest user additions Note: Customer Accounts and Users are as on respective end of period.”

“QoQ comparison limited to last 12 quarters 30 9M FY25 : FCF and Cash & Cash Equiv.”

“CY24 saw some recovery 33 Q3 FY25: Greenshoots (1/5) Accelerated growth in India due to vertical sales teams Revenue split by India and International (in INR Cr.) FY24 YoY % 9M FY25 YoY % India Revenue International Revenue Total Revenue 28.4 54.3 82.8 14% 2% 6% 24.7 38.6 63.3 16% -6% 1% India growth accelerated from 14% in FY24 to 16% in 9M FY25 - primarily due to the growth initiatives including launch of vertical teams.”

“Plan to replicate the same strategy internationally - scale the vertical teams to top countries.”

“34 Q3 FY25: Greenshoots (2/5) Continued high overall volume growth Customer Accounts (#) Customer Accounts - Net Addition Q3 FY25 addition highest due to various growth initiatives 35 Note: (*) FY23 Quarterly Avg.”

“37 Q3 FY25: Greenshoots (5/5) Platform Engagement continues to increase Trend of platform usage metrics in terms of # of Exports and Myanalyst queries ~2X Customers’ platform engagement continues to increase - customer exports & myanalyst queries have grown ~2X over the last 2 yrs 38 38 Growth Initiatives GTM Funnel”

“The following slides give an overview of some of the recent initiatives where we are seeing good results and hence expect further acceleration to happen.”

“CAGR 11.96% From 52% to 65% Combined market penetration of private market data providers in the next 5 years Expand into adjacent customer segments Additional use cases of the private market & emerging tech data ▪ ▪ ▪ Product discovery where customers can search and find vendors for various software, tools and other use cases.”

Adjustment for

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Historical Annual

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GLOBAL TECH FUNDING

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LATE-STAGE FUNDING

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FEES

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MARKETING

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SALES

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SUPPORT

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SUCCESS

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Select University Accounts

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Historical Annual

9MFY24 9MFY25 FY 21 FY 22* FY 23* FY 24 Revenue from operations 62.5 Incremental Revenue from Operations (Δ) EBITDA Incremental EBITDA (Δ) 3.9 63.3 0.9 1.6 (2.3) 43.8 +6.4 63.5 +19.7 (17.1) (1.9) +5.4 +15.1 78.1 +14.7 2.6 +4.5 82.8 +4.7 4.6 +2.0 Incremental EBITDA as a % of Incremental Revenue from Operations (in INR Cr.) - 84% 77% 31% 43% Incremental revenue offset by increase in cost Investing aggressively across various growth initiatives Note: (*) EBITDA exclusive of IPO Expenses 28 9M FY25: Expense Breakup Total Expense (in INR Cr.) Historical Annual 9% CAGR 5% Note: Salaries, Wages & Bonus includes statutory contributions like EPF Total Expense - Breakup (for 9M FY25) (in INR Cr.) Employee Benefit Expenses 9M FY25 54.5 Cr. Salaries, Wages & Bonus 49.6 Cr. Employee Stock Option Expense 3.3 Cr. Other Employee Benefit Expenses 1.5 Cr. Depreciation Expense Other Expenses 0.08 Cr. 7.2 Cr. Cloud Hosting Charges 1.8 Cr. Rent for Building 1.6 Cr. Remaining Other Expenses 3.8 Cr. % of Tot

LATE-STAGE FUNDING

(proxy # new unicorn rounds) CY24 was 2nd lowest in the last 7 years Source: Internal Estimates 32 Private Markets - Quick snapshot (2/2) Recovery in Global M&A deal value and IB fees Global M&A (in USD Tn.) M&A advisory fees (in USD Bn.) Source: Report on Global Mergers and Acquisitions Review and Report on Global Investment Banking Review GLOBAL M&A: CY24 was second lowest in 10yr IB M&A ADVISORY

FEES

CY24 saw some recovery 33 Q3 FY25: Greenshoots (1/5) Accelerated growth in India due to vertical sales teams Revenue split by India and International (in INR Cr.) FY24 YoY % 9M FY25 YoY % India Revenue International Revenue Total Revenue 28.4 54.3 82.8 14% 2% 6% 24.7 38.6 63.3 16% -6% 1% India growth accelerated from 14% in FY24 to 16% in 9M FY25 - primarily due to the growth initiatives including launch of vertical teams. Plan to replicate the same strategy internationally - scale the vertical teams to top countries. 34 Q3 FY25: Greenshoots (2/5) Continued high overall volume growth Customer Accounts (#) Customer Accounts - Net Addition Q3 FY25 addition highest due to various growth initiatives 35 Note: (*) FY23 Quarterly Avg. is provided for like to like comparison. Customer Accounts are as on respective end of period. QoQ comparison limited to last 12 quarters 35 Q3 FY25: Greenshoots (3/5) Deferred revenue also saw good expansion Deferred Revenue (in INR Cr.) Historical Annual 19% C

SUCCESS

Engagement & Expansion We have been investing across various growth initiatives - spanning across sales, marketing and account expansion. The following slides give an overview of some of the recent initiatives where we are seeing good results and hence expect further acceleration to happen. 39 39 Select Recent Growth Initiatives Organic Search Traffic* (in millions) 3X 1 Scaling Organic Traffic & Inbound Leads Pipeline ● We have built a large organic inbound traffic funnel, & it continues to increase ● Over 16 Million visits in the first 9M of FY25 ● Current annualized run-rate of 20 Million+ which is more than double of that 2 yrs back Note: (*) Source: Search Console & Internal Estimates 40 Select Recent Growth Initiatives #New Tracxn Lite Signups1 Tracxn Lite 2 #Monthly Active Users2 ● Had launched Tracxn Lite ~last year for PLG (Product-Led Growth) to make the customers aware of the richness of the platform and drive product led growth ● Users get full platform access (with limitat

Select University Accounts

UK Australia USA Netherlands France Mumbai Lucknow Calcutta IIT Kanpur ISB Note: (*) Accounts on library / department pack in this segment 42 Select Recent Growth Initiatives

Specialized teams for

4 Startups 5 Accelerators & Incubators ● We continue to see high volume of inbound leads from startups ● Though they are served by the same platform, they have a differentiated use case and workflow requirements ● ● This is a new team, only a few months old Focusing on customers across private incubators, government incubators, universities and corporates ● Some of the uses cases that are particularly interesting ● We are seeing good initial success in for startups are Fundraising, Competitor analysis, Market research & Business development India and plan to expand this internationally as well ● ~50% revenue from new accounts in this segment is from international customers 43 Select Recent Growth Initiatives 6 Specialized Teams - Investment Banks ● Specialised team for selling to IBs through both inbound & outbound reach outs ● Coupled with augmenting the platform coverage for this segment. For instance, increased coverage of private company financials, VC & PE databases for their outr